CRM Onboarding Consultant

Posted 02 September 2025

LocationKuala Lumpur

Job type Permanent

Discipline Consulting

ReferenceJ15885

Job description

We're looking for people to join the Access family, who share our passion for believing in better, and who will help us continue to grow. Love Work. Love Life. Be You. - is central to our success and how we give our customers the freedom to do more of what's important to them. What does Access offer you? We offer a flexible, hybrid working environment where you can balance work and life while maintaining a strong office team-based culture. We deliver on what we say, taking the development of our people seriously. We'll work with you to progress your success plan and provide opportunities to accelerate your career. On top of a competitive salary, our wellbeing days taking you to 25 days leave a year and a health contribution, you'll also be able to choose from a range of benefits to suit you. We're an organisation that likes to give back, so you'll also have three charity days allocated to support a cause that matters to you. About you : As a CRM Onboarding Consultant , you will be responsible for ensuring a seamless, efficient, and successful onboarding experience for our customers. You will work closely with Product, Integration, Support, and Onboarding teams to implement SHR's Allora CRM, guiding clients through setup, training, and go-live readiness.This role requires a strong mix of technical expertise, project coordination, problem-solving, and customer service skills to help clients maximize the value of their CRM investment. You will be a key liaison, ensuring customers transition smoothly from sales to a fully integrated and operational system. This position is aligned with US business hours to provide effective support to our US-based teams and customers. Candidates must be comfortable working in this time zone. Day-to-day, you will :

• Collaborate with Project Managers and clients to define business requirements and tailor CRM solutions accordingly.
• Configure and customize CRM software to align with client needs, including data migration, integrations, and workflow automation.
• Conduct end-user training sessions to ensure effective adoption and use of CRM functionalities.
• Perform comprehensive testing and troubleshooting to ensure the CRM system operates seamlessly before going live.
• Develop and maintain detailed documentation of CRM onboarding processes, client-specific configurations, and best practices. Cross-Functional Collaboration
• Partner with Development, Product, and Support teams to resolve technical challenges and enhance CRM implementation workflows.
• Provide technical guidance and support for L2 and L3 Maverick cases, ensuring a seamless escalation process when required.
• Work with Sales teams to identify opportunities for upselling and cross-selling additional CRM solutions based on client needs. Customer Support & Success
• Serve as the primary point of contact for customers throughout the onboarding process.
• Address client concerns, provide troubleshooting assistance, and facilitate a smooth transition to ongoing support.
• Actively monitor CRM adoption post-onboarding, ensuring customers achieve their desired business outcomes. Process Improvement & Innovation
• Continuously refine onboarding strategies, workflows, and automation to improve efficiency and client satisfaction.
• Stay updated with industry trends, CRM advancements, and best practices to enhance service delivery.
• Provide feedback to Product and Development teams to drive continuous improvements in CRM Your skills and experiences might also include :
• 2-3 years of experience in CRM implementation, onboarding, or customer success.
• Strong knowledge of CRM platforms such as Salesforce, Microsoft Dynamics, Oracle, or Allora CRM.
• Ability to analyze business requirements and translate them into technical solutions.
• Excellent communication, interpersonal, and project management skills.
• Strong problem-solving abilities with keen attention to detail.
• Ability to work independently and collaboratively in a fast-paced environment
• Experience with Agile development methodologies.
• Background in software development or technical consulting.
• Proficiency in data analytics and reporting tools.
• CRM software certifications, such as : Salesforce Certified Administrator
• Microsoft Certified : Dynamics 365 Customer Service Functional Consultant Associate What are we all about? The Access Group is one of the largest UK-headquartered providers of business management software to small and mid-sized organisations in the UK, Ireland, USA and Asia Pacific. It helps more than 100,000 customers across commercial and non-profit sectors become more productive and efficient. Our products and solutions go beyond providing technology, we connect the right people with the right data, at the right time, through Access Workspace. At Access, we are committed to creating a welcoming and inclusive environment where everyone can thrive. If you're excited about this role, (even if your previous experience doesn't align perfectly), you might just be the perfect fit for us We wholeheartedly believe in equality for all and the transformative power of diversity. Why not join our vibrant team where you can love what you do, love how you live, and most importantly, be authentically you? Let's make a difference together. Love Work. Love Life. Be You.